Marshall Financial Group (Maryland)’s Walt Disney DIS Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,033	Closed	-$204K	–	177
2023 Q1	$204K	Buy	+2,033	New	+$205K	0.07%	169
2022 Q4	–	Sell	-2,576	Closed	-$243K	–	176
2022 Q3	$243K	Sell	2,576 -100	-4%	-$10.7K	0.1%	163
2022 Q2	$253K	Sell	2,676 -527	-16%	-$58.5K	0.1%	164
2022 Q1	$439K	Sell	3,203 -68	-2%	-$9.83K	0.18%	148
2021 Q4	$507K	Buy	3,271 +2,902	+786%	+$469K	0.19%	149
2021 Q3	$369K	Sell	369 -1,838	-83%	-$328K	0.19%	135
2021 Q2	$388K	Buy	2,207 +51	+2%	+$9.17K	0.21%	131
2021 Q1	$398K	Sell	2,156 -326	-13%	-$60.1K	0.24%	103
2020 Q4	$450K	Buy	+2,482	New	+$356K	0.29%	95

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DIS Position: Q2 2023 in Review

Marshall Financial Group (Maryland) sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,033 shares — an estimated $204K sold.

Marshall Financial Group (Maryland) first reported a position in DIS in Q4 2020 and held it in 9 quarters. The position peaked at $507K in Q4 2021. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Marshall Financial Group (Maryland) reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 2,033 Walt Disney shares in Q2 2023, an estimated $204K.
Marshall Financial Group (Maryland) first reported a position in Walt Disney in Q4 2020 and held it in 9 quarters.
Marshall Financial Group (Maryland)'s Walt Disney position peaked at $507K in Q4 2021.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2023, filed 17 Jul 2023.